SPDW — SPDR PORTFOLIO DEV WORLD EX-US

Ownership history in HARBOR ADVISORY CORP /MA/  ·  14 quarters on record

AI Ownership Summary

HARBOR ADVISORY CORP /MA/ reported SPDR PORTFOLIO DEV WORLD EX-US (SPDW) in 14 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.51% in 2025 Q4. The latest visible filing shows SPDW at 1.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR ADVISORY CORP /MA/'s position in SPDR PORTFOLIO DEV WORLD EX-US, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPDW was reported at 1.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.51% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPDW stock page HARBOR ADVISORY CORP /MA/ fund profile HARBOR ADVISORY CORP /MA/ full holdings
How HARBOR ADVISORY CORP /MA/ held SPDW — position size vs. price
% of Fund (quarterly)    SPDW price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 112,330 -2,247 -2.0% 1.51% $5.0M 2026-02-14 (Est.) $48.82
2025 Q3 REDUCED 114,577 -98 -0.1% 1.45% $4.9M 2025-11-12 $43.54
2025 Q2 REDUCED 114,675 -500 -0.4% 1.48% $4.6M 2025-08-12 $40.78
2025 Q1 ADDED 115,175 +7,993 +7.5% 1.41% $4.2M 2025-05-13 $37.37
2024 Q4 ADDED 107,182 +27,327 +34.2% 1.20% $3.7M 2025-01-29 $34.38
2024 Q3 REDUCED 79,855 -585 -0.7% 0.98% $3.0M 2024-10-21 $34.77
2024 Q2 UNCHANGED 80,440 — 0% 0.97% $2.8M 2024-07-25 $33.54
2024 Q1 UNCHANGED 80,440 — 0% 0.98% $2.9M 2024-04-29 $32.89
2023 Q4 REDUCED 80,440 -13,311 -14.2% 0.98% $2.7M 2024-02-05 $31.41
2023 Q3 UNCHANGED 93,751 — 0% 1.05% $2.9M 2023-10-27 $27.28
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPDW

As of 2025 Q4 — sorted by position size

Auto-Owners Insurance Co 3Y 18.31% McNamara Financial Services, Inc. 3Y 7Y 18.09% TRUEFG, LLC 3Y 16.51% Strategies Wealth Advisors, LLC 15.87% Stadion Money Management, LLC 3Y 7Y 15.86% Treasure Coast Financial Planning 3Y 12.94% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 12.61% LANDMARK WEALTH MANAGEMENT, INC. 12.6% Auour Investments LLC 10.21% BRIGHTON SECURITIES CORP. 9.84%

FAQ About HARBOR ADVISORY CORP /MA/ and SPDW

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOR ADVISORY CORP /MA/ reported owning SPDW?

HARBOR ADVISORY CORP /MA/ reported SPDW across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SPDW position in HARBOR ADVISORY CORP /MA/'s portfolio?

The largest reported portfolio weight for SPDW was 1.51% in 2025 Q4.

What is the latest reported SPDW position on this page?

The most recent filing on this page is 2025 Q4, when HARBOR ADVISORY CORP /MA/ reported 112,330 shares, equal to 1.51% of portfolio, with an estimated market value of $5.0M.

What does the chart on this SPDW ownership page compare?

The chart compares HARBOR ADVISORY CORP /MA/'s quarterly SPDW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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